Sharesight release notes - July 2020
July kept the product team busy as we continue to overhaul our backend architecture for better page load performance and to support growth in signups. We also have some major new features nearing completion including support for unlisted managed funds in the UK -- stay turned for an announcement on this next month!
New Functionality / Enhancements
- Added pricing support for London Stock Exchange listings that trade off book on the AIM market
Broker Transaction Import
- Add support for Vanguard US trade confirmations
- Add support for Fidelity US trade confirmations
- All broker imports now use the new and improved bulk trade import UI
Sharesight API
- Enhance single sign-on endpoint to work with unactivated accounts
- API V3 Enhance and expand support for attachments in the API
- API V3 Add support for custom fixed interest investments
FURTHER READING
Active vs. passive investing
What are the differences between active and passive investing, and does one offer a higher guarantee of success than the other? Keep reading to learn more.
Why Sharesight is the best multi-asset portfolio tracker
We explore how Sharesight helps you stay on top of your portfolio, optimise your performance and set yourself up for a successful year of investing.
Why tax time is so painful for family offices — and what to do about it
We discuss five reasons tax time hits family offices harder than it should, and what better infrastructure looks like in each case.